Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
2,203
+630
+40% +$143K 0.18% 114
2025
Q1
$261K Buy
1,573
+119
+8% +$19.8K 0.1% 164
2024
Q4
$287K Sell
1,454
-100
-6% -$19.7K 0.1% 152
2024
Q3
$270K Hold
1,554
0.1% 160
2024
Q2
$270K Buy
1,554
+70
+5% +$12.2K 0.1% 152
2024
Q1
$202K Buy
+1,484
New +$202K 0.07% 180